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Northwest Financial Advisors’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Northwest Financial Advisors’s Portfolio PSCT Stock Details PSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-530
Closed -$25.4K – 420
2024
Q3 		$25.4K Buy
+530
New +$24.8K 0.02% 296

Other funds holding PSCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwest Financial Advisors's PSCT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q4 2024, closing a stake of 530 shares — an estimated $25.4K sold.

Northwest Financial Advisors first reported a position in PSCT in Q3 2024 and held it in 1 quarter. The position peaked at $25.4K in Q3 2024. 94 funds tracked by Wall St. Rank hold PSCT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 530 Invesco S&P SmallCap Information Technology ETF shares in Q4 2024, an estimated $25.4K.
  • Northwest Financial Advisors first reported a position in Invesco S&P SmallCap Information Technology ETF in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Invesco S&P SmallCap Information Technology ETF position peaked at $25.4K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.